Manulife (Manufacturers Life Insurance)
FDL icon

Manulife (Manufacturers Life Insurance)’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Manulife (Manufacturers Life Insurance)’s Portfolio FDL Stock Details FDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-3,136
Closed -$90K – 3223
2018
Q2 		$90K Buy
3,136
+124
+4% +$3.53K ﹤0.01% 3441
2018
Q1 		$85K Buy
3,012
+1,592
+112% +$46.8K ﹤0.01% 3442
2017
Q4 		$43K Buy
1,420
+936
+193% +$27.5K ﹤0.01% 3572
2017
Q3 		$14K Hold
484
– – ﹤0.01% 3743
2017
Q2 		$14K Sell
484
-16,531
-97% -$472K ﹤0.01% 3732
2017
Q1 		$490K Sell
17,015
-6,220
-27% -$178K ﹤0.01% 2204
2016
Q4 		$645K Buy
23,235
+5,185
+29% +$141K ﹤0.01% 1943
2016
Q3 		$492K Buy
18,050
+5,350
+42% +$146K ﹤0.01% 2104
2016
Q2 		$341K Buy
+12,700
New +$329K ﹤0.01% 2282
2015
Q4 		– Sell
-359
Closed -$8 – 4033
2015
Q3 		$8 Buy
359
+3
+0.8% +$68 ﹤0.01% 3588
2015
Q2 		$8 Buy
356
+4
+1% +$95 ﹤0.01% 3594
2015
Q1 		$8 Sell
352
-1,220
-78% -$29.2K ﹤0.01% 3583
2014
Q4 		$38 Buy
+1,572
New +$37.5K ﹤0.01% 3287

Other funds holding FDL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)'s FDL Position: Q3 2018 in Review

Manulife (Manufacturers Life Insurance) sold out of First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2018, closing a stake of 3,136 shares — an estimated $90K sold.

Manulife (Manufacturers Life Insurance) first reported a position in FDL in Q4 2014 and held it in 13 quarters. The position peaked at $645K in Q4 2016. 155 funds tracked by Wall St. Rank hold FDL as of Q3 2018.

  • Manulife (Manufacturers Life Insurance) reported no remaining First Trust Morningstar Dividend Leaders Index Fund position as of Q3 2018 after selling out during the quarter.
  • Manulife (Manufacturers Life Insurance) sold 3,136 First Trust Morningstar Dividend Leaders Index Fund shares in Q3 2018, an estimated $90K.
  • Manulife (Manufacturers Life Insurance) first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q4 2014 and held it in 13 quarters.
  • Manulife (Manufacturers Life Insurance)'s First Trust Morningstar Dividend Leaders Index Fund position peaked at $645K in Q4 2016.
  • 155 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2018.

Based on Manulife (Manufacturers Life Insurance)'s 13F filing for Q3 2018, filed 14 Nov 2018.